Factor-based investing approaches may have some advantages for advisors, like diversifying client portfolios without adding a lot of costs, providing low correlation, and assisting with risk adjustments. But how should advisors think about factor-based investment approaches, and are they all created equal?

We’re joined by Erik Rubingh, Head of Factor Investments for BMO Global Asset Management, to discuss these approaches and why it is important to be critical of the approach you choose for your clients.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/defining-outcomes-with-factor-based-investing/.